LFG
DFLV icon

Larson Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Larson Financial Group’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.65M Sell
158,201
-11,245
-7% -$405K 0.18% 102
2025
Q4 		$5.8M Sell
169,446
-6,265
-4% -$209K 0.19% 98
2025
Q3 		$5.78M Sell
175,711
-36,901
-17% -$1.18M 0.2% 99
2025
Q2 		$6.6M Sell
212,612
-22,296
-9% -$660K 0.26% 86
2025
Q1 		$7.18M Sell
234,908
-15,714
-6% -$485K 0.34% 62
2024
Q4 		$7.53M Sell
250,622
-34,432
-12% -$1.08M 0.39% 57
2024
Q3 		$8.78M Sell
285,054
-25,115
-8% -$748K 0.5% 44
2024
Q2 		$8.97M Sell
310,169
-22,723
-7% -$661K 0.61% 38
2024
Q1 		$9.98M Sell
332,892
-31,752
-9% -$886K 0.77% 31
2023
Q4 		$9.86M Buy
364,644
+51,968
+17% +$1.31M 0.86% 29
2023
Q3 		$7.76M Buy
312,676
+65,919
+27% +$1.69M 0.76% 30
2023
Q2 		$6.27M Buy
246,757
+108,843
+79% +$2.67M 0.63% 36
2023
Q1 		$3.39M Buy
137,914
+122,112
+773% +$3.07M 0.37% 51
2022
Q4 		$388K Buy
+15,802
New +$388K 0.05% 221

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return